Bayforest Capital Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Bayforest Capital Ltd reported 917 stock positions worth $108.2 million. Its top holding was Slide Insurance (SLDE) at 0.6% of the portfolio, followed by Alexandria Real Estate Equit (ARE, 0.5%) and Perimeter Solutions (PRM, 0.5%). Compared with Q1 2026, it opened 372 new positions, sold out of 334, added to 261 and reduced 273. The biggest buy was a new position in Slide Insurance (SLDE) and the biggest sale an exit from Northern Trust (NTRS).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002048423
- Portfolio Value
- $108.2M (Q2 2026)
- SEC Filing
- 0002048423-26-000004 ↗ filed Aug 5, 2026
Holdings Value
Holdings 917 stocks · $108.2M
| SLDE Slide Insurance Holdings Inc. | 0.63% | 35,302 | $684K | New |
| ARE Alexandria Real Estate Equit | 0.52% | 10,563 | $558K | Add +7085.7% |
| PRM Perimeter Solutions Inc. | 0.48% | 14,719 | $525K | Add +685.4% |
| NTAP Netapp Inc. | 0.44% | 3,094 | $479K | Add +419.1% |
| TALO Talos Energy Inc. | 0.44% | 36,748 | $474K | Add +5944.1% |
| ABG Asbury Automotive Group | 0.43% | 2,326 | $468K | Add +1822.3% |
| AI C3.AI Inc. Class A | 0.43% | 51,203 | $465K | Add +1272.0% |
| SEDG Solaredge Technologies Inc. | 0.41% | 7,680 | $449K | Add +19.2% |
| HNGE Hinge Health Inc. Class A | 0.41% | 5,364 | $445K | Add +23.4% |
| MRP Millrose Properties | 0.41% | 14,763 | $444K | Add +85.0% |
| CHRD Chord Energy Corp. | 0.40% | 3,804 | $435K | Add +208.5% |
| GOLD Gold.com Inc. | 0.39% | 10,219 | $425K | New |
| BAND Bandwidth Inc. Class A | 0.39% | 6,656 | $421K | New |
| PRGO Perrigo Co. PLC | 0.38% | 39,667 | $412K | Add +2233.3% |
| NOG Northern Oil and Gas Inc. | 0.37% | 22,327 | $405K | Add +547.4% |
| GAP The Gap Inc. | 0.37% | 21,475 | $401K | Add +10912.8% |
| CFG Citizens Financial Group | 0.37% | 5,647 | $396K | New |
| RCUS Arcus Biosciences Inc. | 0.36% | 12,709 | $392K | Add +45.0% |
| FRT Federal Realty Invs Trust | 0.36% | 3,170 | $391K | New |
| CNH CNH Industrial NV | 0.36% | 34,632 | $389K | Add +979.2% |
| BKD Brookdale Senior Living Inc. | 0.36% | 23,887 | $384K | Add +202.5% |
| ONDS Ondas Inc. | 0.36% | 46,618 | $384K | Add +475.3% |
| TROX Tronox Holdings PLC | 0.35% | 60,552 | $381K | New |
| XMTR Xometry Inc. Class A | 0.35% | 3,951 | $381K | Reduce -49.4% |
| ENVA Enova International Inc. | 0.35% | 1,561 | $376K | Add +56.6% |
| JXN Jackson Financial Inc. Class A | 0.34% | 3,642 | $373K | Add +1362.7% |
| AKR Acadia Realty Trust | 0.34% | 17,747 | $371K | Add +1089.5% |
| BEAM Beam Therapeutics Inc. | 0.34% | 10,740 | $369K | New |
| BMNR Bitmine Immersion Technologi | 0.34% | 27,656 | $368K | New |
| PFG Principal Financial Group | 0.34% | 3,406 | $367K | Add +5982.1% |
| PAGS Pagseguro Digital Ltd. Class A | 0.34% | 40,237 | $364K | Add +208.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.34% | 2,882 | $364K | Add +16.4% |
| PHIN Phinia Inc. | 0.34% | 4,419 | $364K | New |
| NBIS Nebius Group NV | 0.34% | 1,316 | $363K | New |
| VRDN Viridian Therapeutics Inc. | 0.34% | 19,775 | $363K | New |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 721 | $361K | Add +675.3% |
| GFF Griffon Corp. | 0.33% | 3,669 | $358K | Add +1156.5% |
| CRL Charles River Laboratories | 0.33% | 1,570 | $356K | Add +647.6% |
| APGE Apogee Therapeutics Inc. | 0.33% | 2,674 | $355K | Reduce -55.9% |
| LAUR Laureate Education Inc. | 0.33% | 9,762 | $355K | Add +1674.9% |
| VST Vistra Corp. | 0.32% | 2,180 | $346K | New |
| VEEV Veeva Systems Inc. Class A | 0.32% | 1,943 | $345K | New |
| SAIC Science Applications Inte | 0.32% | 3,094 | $342K | New |
| COCO The Vita Coco Co. Inc. | 0.32% | 5,158 | $341K | New |
| EXC Exelon Corp. | 0.31% | 7,240 | $338K | Add +297.4% |
| AES AES Corp. | 0.31% | 22,991 | $337K | Add +63.3% |
| KBR KBR Inc. | 0.31% | 9,691 | $335K | Add +143.3% |
| CBRL Cracker Barrel Old Country | 0.31% | 6,256 | $333K | Add +58.7% |
| DXC DXC Technology Co. | 0.31% | 37,498 | $332K | Add +3554.8% |
| PTGX Protagonist Therapeutics Inc. | 0.30% | 2,675 | $328K | New |
| IPGP Ipg Photonics Corp. | 0.30% | 2,781 | $326K | New |
| GPRE Green Plains Inc. | 0.30% | 21,154 | $325K | New |
| KMX Carmax Inc. | 0.30% | 6,143 | $325K | Add +2150.2% |
| BKNG Booking Holdings Inc. | 0.30% | 1,816 | $324K | New |
| MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC | 0.30% | 5,253 | $320K | New |
| WST West Pharmaceutical Services | 0.29% | 883 | $317K | Add +398.9% |
| PEB Pebblebrook Hotel Trust | 0.29% | 16,307 | $317K | Reduce -21.5% |
| MEDP Medpace Holdings Inc. | 0.29% | 595 | $315K | Reduce -5.7% |
| COF Capital One Financial Corp. | 0.29% | 1,560 | $313K | Add +716.8% |
| ENS Enersys | 0.29% | 1,337 | $313K | Add +153.2% |
| ZBRA Zebra Technologies Corp. Class A | 0.29% | 1,180 | $311K | New |
| WULF Terawulf Inc. | 0.29% | 12,502 | $309K | New |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.29% | 8,109 | $309K | New |
| SEZL Sezzle Inc. | 0.29% | 1,798 | $309K | Reduce -46.3% |
| CAT Caterpillar Inc. | 0.28% | 289 | $308K | Add +210.8% |
| TEAM Atlassian Corp. Class A | 0.28% | 3,909 | $304K | New |
| ONTO Onto Innovation Inc. | 0.28% | 803 | $304K | Add +411.5% |
| FUN Six Flags Entertainment Corp. | 0.28% | 14,242 | $303K | New |
| OI O-I Glass Inc. | 0.28% | 31,339 | $302K | Add +103.3% |
| TTC Toro Co. | 0.28% | 3,095 | $302K | Add +66.0% |
| MSA Msa Safety Inc. | 0.28% | 1,712 | $299K | Add +323.8% |
| TEL Te Connectivity PLC | 0.27% | 1,465 | $295K | Add +76.7% |
| DNLI Denali Therapeutics Inc. | 0.27% | 11,437 | $294K | Add +16970.2% |
| TPR Tapestry Inc. | 0.27% | 2,009 | $294K | Add +34.9% |
| PWR Quanta Services Inc. | 0.27% | 407 | $293K | Add +55.3% |
| SNDR Schneider National Inc. Class B | 0.27% | 8,017 | $293K | Add +12426.6% |
| F Ford Motor Co. filed as FORD MTR CO | 0.27% | 20,888 | $290K | New |
| WVE Wave Life Sciences Ltd. | 0.26% | 48,854 | $284K | New |
| QLYS Qualys Inc. | 0.26% | 2,058 | $283K | New |
| DRS Leonardo DRS Inc. | 0.26% | 6,618 | $282K | Add +335.4% |
| MRCY Mercury Systems Inc. | 0.26% | 2,293 | $281K | Add +121.1% |
| BCRX Biocryst Pharmaceuticals Inc. | 0.26% | 27,728 | $277K | Add +924166.7% |
| VTRS Viatris Inc. | 0.26% | 17,424 | $277K | New |
| PAR Par Technology Corp. | 0.25% | 15,711 | $274K | Add +45.1% |
| CAH Cardinal Health Inc. | 0.25% | 1,151 | $273K | Reduce -14.2% |
| AMP Ameriprise Financial Inc. | 0.25% | 596 | $273K | New |
| HLIT Harmonic Inc. | 0.25% | 16,733 | $273K | New |
| LEA Lear Corp. | 0.25% | 2,029 | $272K | Add +173.1% |
| GT Goodyear Tire & Rubber Co. | 0.25% | 41,192 | $272K | Reduce -5.3% |
| DOC Healthpeak Properties Inc. | 0.25% | 12,627 | $270K | Reduce -11.0% |
| TIGO Millicom Intl Cellular S.A. | 0.25% | 2,977 | $270K | New |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.25% | 3,311 | $270K | Add +1297.0% |
| ABR Arbor Realty Trust Inc. | 0.25% | 49,668 | $269K | Add +2046.4% |
| CNXC Concentrix Corp. | 0.25% | 11,892 | $266K | Add +83.7% |
| SAM Boston Beer Company Inc. Class A | 0.25% | 1,505 | $266K | New |
| HAL Halliburton Co. | 0.24% | 7,753 | $263K | New |
| LMND Lemonade Inc. | 0.24% | 4,045 | $263K | New |
| CNC Centene Corp. | 0.24% | 4,080 | $262K | Reduce -41.0% |
| PVH PVH Corp. | 0.24% | 3,517 | $261K | New |
| UAL United Airlines Holdings Inc. | 0.24% | 1,912 | $260K | New |
Portfolio Sells Q1 2026 → Q2 2026
| NTRS Northern Trust Corp. | Sold out | 0.00% | −0.49 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.47 |
| GRAL Grail Inc. | Sold out | 0.00% | −0.42 |
| PIPR Piper Sandler Cos | Reduce -80.2% | 0.08% | −0.42 |
| DKNG Draftkings Inc. Class A | Reduce -69.8% | 0.17% | −0.41 |
| RUSHA Rush Enterprises Inc. Class A | Reduce -79.6% | 0.09% | −0.40 |
| FSLY Fastly Inc. Class A | Reduce -83.1% | 0.04% | −0.40 |
| ROKU Roku Inc. | Reduce -90.9% | 0.05% | −0.39 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.39 |
| SNDK Sandisk Corp. | Reduce -88.8% | 0.19% | −0.38 |
| POR Portland General Electric Co. | Sold out | 0.00% | −0.37 |
| ABM Abm Industries Inc. | Sold out | 0.00% | −0.37 |
| ARCB Arcbest Corp. | Reduce -90.9% | 0.04% | −0.35 |
| HR Healthcare Realty Trust Inc. | Sold out | 0.00% | −0.34 |
| NSP Insperity Inc. | Sold out | 0.00% | −0.33 |
| GE General Electric | Sold out | 0.00% | −0.33 |
| GME Gamestop Corp. Class A | Sold out | 0.00% | −0.33 |
| AEE Ameren Corporation | Sold out | 0.00% | −0.33 |
| ANAB Anaptysbio Inc. | Sold out | 0.00% | −0.33 |
| ROST Ross Stores Inc. | Reduce -99.9% | 0.00% | −0.32 |
| PGNY Progyny Inc. | Sold out | 0.00% | −0.32 |
| MTZ Mastec Inc. | Sold out | 0.00% | −0.32 |
| FIVE Five Below | Reduce -72.3% | 0.07% | −0.32 |
| MC Moelis & Co. Class A | Sold out | 0.00% | −0.31 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.31 |
| BOH Bank of Hawaii Corp. | Reduce -89.7% | 0.03% | −0.30 |
| HUM Humana Inc. | Sold out | 0.00% | −0.30 |
| IRTC Irhythm Holdings Inc. | Reduce -73.8% | 0.08% | −0.30 |
| EVR Evercore Inc. Class A | Reduce -79.2% | 0.07% | −0.29 |
| BOKF Bok Financial Corporation | Sold out | 0.00% | −0.28 |
| BALL Ball Corp. | Reduce -100.0% | 0.00% | −0.28 |
| SNX TD Synnex Corp. | Sold out | 0.00% | −0.27 |
| APPN Appian Corp. Class A | Sold out | 0.00% | −0.27 |
| CVS CVS Health Corp. | Reduce -73.7% | 0.12% | −0.27 |
| INFY Infosys Ltd.-SP ADR | Reduce -93.1% | 0.01% | −0.26 |
| RIVN Rivian Automotive Inc. Class A | Reduce -99.9% | 0.00% | −0.26 |
| IPAR Interparfums Inc. | Sold out | 0.00% | −0.26 |
| MDB Mongodb Inc. | Reduce -89.1% | 0.04% | −0.26 |
| CRUS Cirrus Logic Inc. | Reduce -54.9% | 0.16% | −0.26 |
| CDE Coeur Mining Inc. | Sold out | 0.00% | −0.26 |
| LSTR Landstar System Inc. | Reduce -70.4% | 0.12% | −0.26 |
| QTWO Q2 Holdings Inc. | Reduce -82.1% | 0.05% | −0.26 |
| MOG.A Moog Inc. Class A | Reduce -82.1% | 0.07% | −0.26 |
| QS Quantumscape Corp. | Sold out | 0.00% | −0.25 |
| RHP Ryman Hospitality Properties | Reduce -94.3% | 0.02% | −0.25 |
| WSFS WSFS Financial Corp. | Sold out | 0.00% | −0.25 |
| SONO Sonos Inc. | Sold out | 0.00% | −0.24 |
| PEGA Pegasystems Inc. | Sold out | 0.00% | −0.24 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.24 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.24 |
Portfolio Buys Q1 2026 → Q2 2026
| SLDE Slide Insurance Holdings Inc. | New | 0.63% | +0.63 |
| ARE Alexandria Real Estate Equit | Add +7085.7% | 0.52% | +0.51 |
| PRM Perimeter Solutions Inc. | Add +685.4% | 0.48% | +0.43 |
| TALO Talos Energy Inc. | Add +5944.1% | 0.44% | +0.43 |
| ABG Asbury Automotive Group | Add +1822.3% | 0.43% | +0.41 |
| AI C3.AI Inc. Class A | Add +1272.0% | 0.43% | +0.40 |
| GOLD Gold.com Inc. | New | 0.39% | +0.39 |
| BAND Bandwidth Inc. Class A | New | 0.39% | +0.39 |
| NTAP Netapp Inc. | Add +419.1% | 0.44% | +0.37 |
| CFG Citizens Financial Group | New | 0.37% | +0.37 |
| GAP The Gap Inc. | Add +10912.8% | 0.37% | +0.37 |
| FRT Federal Realty Invs Trust | New | 0.36% | +0.36 |
| PRGO Perrigo Co. PLC | Add +2233.3% | 0.38% | +0.36 |
| TROX Tronox Holdings PLC | New | 0.35% | +0.35 |
| BEAM Beam Therapeutics Inc. | New | 0.34% | +0.34 |
| BMNR Bitmine Immersion Technologi | New | 0.34% | +0.34 |
| PHIN Phinia Inc. | New | 0.34% | +0.34 |
| NBIS Nebius Group NV | New | 0.34% | +0.34 |
| VRDN Viridian Therapeutics Inc. | New | 0.34% | +0.34 |
| PFG Principal Financial Group | Add +5982.1% | 0.34% | +0.33 |
| CNH CNH Industrial NV | Add +979.2% | 0.36% | +0.32 |
| VST Vistra Corp. | New | 0.32% | +0.32 |
| VEEV Veeva Systems Inc. Class A | New | 0.32% | +0.32 |
| SAIC Science Applications Inte | New | 0.32% | +0.32 |
| COCO The Vita Coco Co. Inc. | New | 0.32% | +0.32 |
| JXN Jackson Financial Inc. Class A | Add +1362.7% | 0.34% | +0.32 |
| AKR Acadia Realty Trust | Add +1089.5% | 0.34% | +0.31 |
| GFF Griffon Corp. | Add +1156.5% | 0.33% | +0.31 |
| LAUR Laureate Education Inc. | Add +1674.9% | 0.33% | +0.31 |
| PTGX Protagonist Therapeutics Inc. | New | 0.30% | +0.30 |
| IPGP Ipg Photonics Corp. | New | 0.30% | +0.30 |
| GPRE Green Plains Inc. | New | 0.30% | +0.30 |
| BKNG Booking Holdings Inc. | New | 0.30% | +0.30 |
| MRX Marex UK Holdings Ltd. | New | 0.30% | +0.30 |
| DXC DXC Technology Co. | Add +3554.8% | 0.31% | +0.29 |
| CRL Charles River Laboratories | Add +647.6% | 0.33% | +0.29 |
| KMX Carmax Inc. | Add +2150.2% | 0.30% | +0.29 |
| ZBRA Zebra Technologies Corp. Class A | New | 0.29% | +0.29 |
| HRB H&R Block Inc. | New | 0.29% | +0.29 |
| WULF Terawulf Inc. | New | 0.29% | +0.29 |
| TMO Thermo Fisher Scientific Inc. | Add +675.3% | 0.33% | +0.28 |
| TEAM Atlassian Corp. Class A | New | 0.28% | +0.28 |
| FUN Six Flags Entertainment Corp. | New | 0.28% | +0.28 |
| ONDS Ondas Inc. | Add +475.3% | 0.36% | +0.27 |
| DNLI Denali Therapeutics Inc. | Add +16970.2% | 0.27% | +0.27 |
| SNDR Schneider National Inc. Class B | Add +12426.6% | 0.27% | +0.27 |
| F Ford Motor Co. | New | 0.27% | +0.27 |
| WVE Wave Life Sciences Ltd. | New | 0.26% | +0.26 |
| NOG Northern Oil and Gas Inc. | Add +547.4% | 0.37% | +0.26 |
| QLYS Qualys Inc. | New | 0.26% | +0.26 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 917 | $108.2M | SLDE, ARE, PRM, NTAP, TALO |
| Q1 2026 | 879 | $89.3M | DKNG, APGE, SNDK, PIPR, RUSHA |
| Q4 2025 | 778 | $134.2M | SWX, NYT, BBY, ERIC, FSLR |
| Q3 2025 | 717 | $210.3M | SEDG, PTON, CCI, MRCY, CRUS |
| Q2 2025 | 712 | $228.9M | SEDG, CCI, SCI, UGI, DLTR |
| Q1 2025Amended | 712 | $229.6M | BE, CCI, MC, AGCO, EL |
| Q4 2024 | 672 | $79.8M | ERIC, LII, FLR, EME, AMR |